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Novartis
NVS

Overview Fund Activity

1,327 hedge funds and large institutions have $12.9B invested in Novartis in 2024 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 418 increasing their positions, 465 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,327
Holders Change
+24
Holders Change %
+1.84%
% of All Funds
17.67%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.12%
New
153
Increased
418
Reduced
465
Closed
106
Calls
$190M
Puts
$250M
Net Calls
-$60.3M
Net Calls Change
+$63M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
$59.6M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$61.8M
3
Citadel Advisors
Citadel Advisors
Florida
$57.2M
4
Northern Trust
Northern Trust
Illinois
$208M
5
Renaissance Technologies
Renaissance Technologies
New York
$260M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$222M
2
Primecap Management
Primecap Management
California
$1.07B
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$1.08M
4
Bank of America
Bank of America
North Carolina
$443M
5
MIP
Mondrian Investment Partners
United Kingdom
$68.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
151
Baird Financial Group
Wisconsin
$8.23M -$502K -5,155 -6%
GF
152
Gabelli Funds
New York
$8.22M – – –
TBC
153
Tweedy, Browne Co
Connecticut
$8.09M -$215K -2,206 -3%
IHL
154
Investment House LLC
California
$8.01M -$7.3K -75 -0.1%
CSIC
155
Clifford Swan Investment Counsel
California
$7.94M -$47.4K -487 -0.6%
William Blair & Company
156
William Blair & Company
Illinois
$7.81M -$55.2K -567 -0.7%
MCM
157
Mengis Capital Management
Oregon
$7.8M +$58.4K +600 +0.8%
TBA
158
Tower Bridge Advisors
Pennsylvania
$7.72M -$198K -2,033 -2%
CCM
159
Cohen Capital Management
California
$7.68M -$114K -1,175 -1%
ACM
160
Altrius Capital Management
North Carolina
$7.57M +$326K +3,345 +4%
UCFA
161
United Capital Financial Advisors
Texas
$7.56M -$269K -2,767 -3%
LOPW
162
Live Oak Private Wealth
North Carolina
$7.34M -$67.7K -696 -0.9%
FPTW
163
Franklin, Parlapiano, Turner & Welch
Texas
$7.34M +$20K +206 +0.3%
QT
164
Quantbot Technologies
New York
$7.29M +$3.4M +34,895 +87%
T. Rowe Price Associates
165
T. Rowe Price Associates
Maryland
$7.19M -$4.56M -46,833 -39%
TG
166
TCW Group
California
$7.18M – – –
CNB
167
Camden National Bank
Maine
$7.15M -$41.7K -429 -0.6%
Optiver Holding
168
Optiver Holding
Netherlands
$7.05M +$7.05M +72,428 New
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$6.94M -$399K -4,096 -5%
Northwestern Mutual Wealth Management
170
Northwestern Mutual Wealth Management
Wisconsin
$6.41M -$492K -5,053 -7%
WF
171
Welch & Forbes
Massachusetts
$6.14M -$244K -2,503 -4%
BBHC
172
Brown Brothers Harriman & Co
New York
$6.13M +$984K +10,113 +19%
SSA
173
Schonfeld Strategic Advisors
New York
$6.07M +$6.07M +62,418 New
DP
174
Dearborn Partners
Illinois
$6.07M +$6.52K +67 +0.1%
CCB
175
Country Club Bank
Missouri
$5.95M -$2.43K -25 -0%
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